Private Client Tax Assistant Manager

Reference: 2410_1741102949

Private Client Tax Assistant Manager
Droitwich, Worcestershire
Salary £40,000 - £48,000

Butler Rose, public practice is delighted to be supporting our client an Award Winning firm who's currently got a great opportunity for a Private Client Tax Assistant Manager. You will provide personal and trust tax compliance and associated advisory services to a variety of clients.

Role Requirements -

  • Act as the main contact for clients, ensuring they have the information they need and their files are in order.
  • Handle the preparation of complex personal tax returns and associated claims.
  • Review simple tax returns to ensure accuracy and compliance.
  • Assist senior team members with managing client portfolios when needed.
  • Provide guidance and support to junior team members.
  • Attend client meetings to discuss their tax situation and provide updates.
  • Deal with HM Revenue and Customs on behalf of clients.
  • Manage a small group of clients and maintain relationships.
  • Ensure work is completed on time and billing is handled efficiently.
  • Encourage a culture of equality and diversity within the workplace.

Personal Requirements -

  • ATT/ CTA qualification, or a similar professional qualification (QBE candidates may also be considered)
  • Significant exposure to personal and private client tax in a specialist or mixed role
  • Strong communication skills - both verbal and written.
  • Experience of working in a client-facing role
  • Able to prioritise own workload and work to deadlines
  • Demonstrate accuracy in technical work delivered

This is an outstanding opportunity for the right individual to join this firm of choice.

Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.

This role is advertised by Liezl Botha, Butler Rose (AGY) [email protected]

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

£40,000.00 - £48,000.00
Per annum
GBP40000 - GBP48000 per annum

Bewdley

Permanent

Added 04/03/2025
Reference: 2410_1741102949

Private Client Tax Assistant Manager

Bewdley
Permanent

Other similar jobs

Private Client Tax Assistant Manager

Added 17/04/2025

Private Client Tax Assistant Manager Droitwich, Worcestershire Salary £40,000 - £48,000Butler Rose, public practice is delighted to be supporting our client an Award Winning firm who's currently got a great opportunity for a Private Client Tax Assistant Manager. You will provide personal and trust tax compliance and associated advisory services to a variety of clients.Role Requirements -Act as the main contact for clients, ensuring they have the information they need and their files are in order.Handle the preparation of complex personal tax returns and associated claims.Review simple tax returns to ensure accuracy and compliance.Assist senior team members with managing client...

Learn more

Private Client Tax Assistant Manager

Added 09/04/2025

Private Client Tax Assistant Manager Droitwich, Worcestershire Salary £40,000 - £48,000Butler Rose, public practice is delighted to be supporting our client an Award Winning firm who's currently got a great opportunity for a Private Client Tax Assistant Manager. You will provide personal and trust tax compliance and associated advisory services to a variety of clients.Role Requirements -Act as the main contact for clients, ensuring they have the information they need and their files are in order.Handle the preparation of complex personal tax returns and associated claims.Review simple tax returns to ensure accuracy and compliance.Assist senior team members with managing client...

Learn more

Private Client Tax Assistant Manager

Added 04/04/2025

Private Client Tax Assistant Manager Droitwich, Worcestershire Salary £40,000 - £48,000Butler Rose, public practice is delighted to be supporting our client an Award Winning firm who's currently got a great opportunity for a Private Client Tax Assistant Manager. You will provide personal and trust tax compliance and associated advisory services to a variety of clients.Role Requirements -Act as the main contact for clients, ensuring they have the information they need and their files are in order.Handle the preparation of complex personal tax returns and associated claims.Review simple tax returns to ensure accuracy and compliance.Assist senior team members with managing client...

Learn more

Personal/ Private Client Tax Senior Manager

Added 11/06/2025

Private Client Tax Senior Manager Ipswich HybridA top 60 accountancy firm is seeking an experienced and ambitious Private Client Tax professional to their its Ipswich office as a Senior Manager. The successful candidate will join a thriving Private Client Tax team. With a 50/50 split between compliance and advisory work, the role is ideal for a current Senior Manager or a highly experienced Manager ready to take the next step.Role ResponsibilitiesManage a portfolio of private clients, including high-net-worth individuals, business owners, landowners, and family trusts and estates.Review self-assessment tax returns and ensure high-quality, compliant output from junior team members.Provide technical...

Learn more

Private Client Tax Manager - Top 40 firm

Added 08/05/2025

Butler Rose is proud to be working in partnership with a leading accountancy practice with deep expertise in private client tax and a strong reputation across the Thames Valley.We're currently recruiting for a Private Client Tax Manager to join their growing team in Thame. This is a fantastic opportunity to take ownership of a diverse and high-value portfolio, with plenty of scope to develop your advisory skills and progress your career in a collaborative, people-first environment.Overview of the Role: As a Private Client Tax Manager, you will be responsible for proactively managing a large and diverse portfolio of tax clients,...

Learn more

Private Client Tax Senior Associate

Added 08/05/2025

Are you an experienced tax professional with a background in personal tax compliance and advisory, looking for the next step in your career? Butler Rose is proud to be working exclusively with an ambitious and tech-enabled accountancy practice to recruit a Senior Associate within their Private Client Tax team in Oxford.This is a fantastic opportunity for someone who wants to go beyond the basics. In this role, you'll manage your own portfolio of clients, review returns prepared by junior team members, and contribute to advisory projects across Capital Gains Tax, Inheritance Tax, and broader personal tax planning. You'll also have...

Learn more

Private Tax Adviser

Added 21/05/2025

Private Tax Adviser Spalding £32,000 - £46,000A top 50 accountancy firm is seeking a Tax Advisor for its Tax Team. This is an instrumental role providing taxation advice to clients, while supporting the teams delivery of work.Role ResponsibilitiesDelivering all elements of a tax project, tax advice with supervision and review by your manager or director.Identifying areas of risk and opportunities for current and potential clients.Managing your workflow and client expectations.Developing relationships with clients, using your knowledge and skills to add value.Training assistant team members, including reviewing their work.Personal RequirementsEither partial or full CTA, ACA or ACCA qualifications or UK practice...

Learn more

Client Manager

Added 06/06/2025

Client Manager - Accountancy PracticeBoltonUp to £45,000 + flexitime, private medical, free parking & more We're working with a modern, forward-thinking accountancy firm based in Bolton who are looking to appoint an ambitious Client Manager to support their growing client base and lead a small team. The firm has built a reputation for delivering proactive business growth advice and has attracted a portfolio of entrepreneurial clients as a result. This is a brilliant opportunity for someone with leadership aspirations who wants a clear route to future promotion - including progression to Director level. Benefits:Flexitime & remote working optionsPrivate medical insuranceFree...

Learn more

Client Manager

Added 06/06/2025

Client Manager Braintree £40,000 - £50,000A growing accountancy practice is seeking a proactive and personable Client Manager to join its expanding team. This is a fantastic opportunity for a recently qualified accountant to step into a dynamic role offering variety, autonomy, and excellent client exposure within a supportive and ambitious environment.Role ResponsibilitiesManage a portfolio of around 60 clients across a range of industries.Prepare and review quarterly management accounts, year-end accounts, and tax returns.Attend client meetings and provide ongoing advisory support.Review work completed by the accounts support team.Liaise with internal bookkeeping and payroll teams to ensure seamless service delivery.Identify opportunities to...

Learn more

Client/Portfolio Manager - Top 100 firm

Added 19/05/2025

Client/Portfolio Manager - Top 100 firm Camden Town, North London £55,000 - £65,000 Butler Rose Public Practice are delighted to be partnered with our client a highly successful Top 100 firm of accountants based in Camden Town that are now in a position to recruit a well qualified and experienced accounting professional into a Client / Portfolio Manager role to complement the existing team. The role will hold a significant position at the firms accounts department taking responsibility for a diverse client portfolio of mainly medium to large OMBs. Role Requirements - Preparation, review and finalisation of year-end accounts in...

Learn more

Client Manager - Top accounting firm

Added 13/05/2025

Client/Portfolio Manager - Top accounting firm St Albans, Hertfordshire - Hybrid £55,000 to £65,000 Butler Rose are delighted to be supporting our client a highly prestigious, prominent and nationally based firm with fantastic offices based conveniently in the heart of the historic City of St Albans that are eager to recruit a highly skilled and well qualified accounting professional in a Manager level capacity. This role will take full responsibility for a diverse portfolio of SME clients spanning a varied range of industries to include managing, and reviewing the work of a small team, and developing existing and new clients....

Learn more

Senior Client Manager

Added 30/04/2025

Senior Client Manager - Accountancy PracticeWilmslowUp to £50,000Hybrid and flexible hours availableA new opportunity has arisen for an experienced accountant to join a growing firm as a Senior Client Manager. This role is suited to someone who is technically strong, commercially minded, and confident in managing a client portfolio while ensuring compliance with evolving accounting and tax legislation.BenefitsCompetitive salary25 days' holiday (including office closure at Christmas)Additional leave for birthdays and long serviceHybrid and flexible working optionsRegular team social events and away tripsPrivate medical insurance after two years of serviceBonus and incentive schemes for introducing new business and cross-selling servicesThis is...

Learn more

Client manager

Added 30/04/2025

Client Manager - Accountancy PracticeWilmslowUp to £40,000Hybrid and flexible hours availableAn opportunity has arisen for an experienced accountant to join a growing firm as a Client Manager. This role is ideal for someone looking to take the next step in their career, managing a portfolio of clients and providing high-quality compliance and advisory services.BenefitsCompetitive salary25 days' holiday (including office closure at Christmas)Additional leave for birthdays and length of serviceHybrid and flexible working optionsRegular team social eventsPrivate medical insurance after two years of serviceIncentive scheme for introducing new business and cross-selling servicesResponsibilitiesPreparation and filing of year-end accounts, business tax, and capital...

Learn more

Senior Client Manager

Added 25/03/2025

Senior Client Manager - Accountancy PracticeWilmslowUp to £50,000Hybrid and flexible hours availableA new opportunity has arisen for an experienced accountant to join a growing firm as a Senior Client Manager. This role is suited to someone who is technically strong, commercially minded, and confident in managing a client portfolio while ensuring compliance with evolving accounting and tax legislation.BenefitsCompetitive salary25 days' holiday (including office closure at Christmas)Additional leave for birthdays and long serviceHybrid and flexible working optionsRegular team social events and away tripsPrivate medical insurance after two years of serviceBonus and incentive schemes for introducing new business and cross-selling servicesThis is...

Learn more

Client manager

Added 25/03/2025

Client Manager - Accountancy PracticeWilmslowUp to £40,000Hybrid and flexible hours availableAn opportunity has arisen for an experienced accountant to join a growing firm as a Client Manager. This role is ideal for someone looking to take the next step in their career, managing a portfolio of clients and providing high-quality compliance and advisory services.BenefitsCompetitive salary25 days' holiday (including office closure at Christmas)Additional leave for birthdays and length of serviceHybrid and flexible working optionsRegular team social eventsPrivate medical insurance after two years of serviceIncentive scheme for introducing new business and cross-selling servicesResponsibilitiesPreparation and filing of year-end accounts, business tax, and capital...

Learn more
Required for two factor authentication
At least 8 characters, 1 uppercase, 1 lowercase and 1 special character or number
Your file must be a doc, docx or pdf. No larger than 5MB